Frg Family Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Frg Family Wealth Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$51.32 - $52.45 $138,564 - $141,615	2,700 New	2,700 $140,000
Q2 2023 Jul 13, 2023	SELL	$52.18 - $54.02 $93,924 - $97,236	-1,800 Reduced 22.02%	6,375 $334,000
Q1 2023 Apr 18, 2023	SELL	$51.68 - $53.62 $747,809 - $775,881	-14,470 Reduced 63.9%	8,175 $438,000
Q4 2022 Jan 25, 2023	SELL	$51.47 - $53.83 $625,360 - $654,034	-12,150 Reduced 34.92%	22,645 $0
Q3 2022 Oct 12, 2022	BUY	$51.8 - $57.88 $303,030 - $338,598	5,850 Added 20.21%	34,795 $1.8 Million
Q4 2021 Feb 09, 2022	BUY	$62.25 - $63.89 $1.8 Million - $1.85 Million	28,945 New	28,945 $1.82 Million

685

155M

60.2K

1.3K

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